New START Treaty Expires Amid US-Russia Disagreement
Analysis based on 7 articles · First reported Feb 05, 2026 · Last updated Feb 07, 2026
The expiration of the New START treaty between the United States and Russia is expected to increase global instability and potentially accelerate a nuclear arms race, negatively impacting defense sector sentiment due to increased spending and uncertainty. This event could lead to a more dangerous environment with higher risks of miscalculation, affecting overall market confidence.
The New START treaty, the last remaining arms control agreement between the United States and Russia, has expired after US President Donald Trump rejected an offer from Russian President Vladimir Putin for a one-year voluntary extension. Trump advocated for a new, modernized treaty that would include China, which has declined to participate in such negotiations. The treaty's expiration, following Russia's 2023 decision to halt on-site inspections, raises significant concerns among arms control advocates and security analysts about an accelerated nuclear arms race and increased global instability. Both the United States and Russia have indicated openness to dialogue, but Russia's Foreign Ministry has also stated preparedness for 'decisive military-technical countermeasures'. The United Nations has urged both sides to restore the treaty, warning of the highest risk of nuclear weapon use in decades.
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